Sage CRM users rarely work in a single system at a time. Sales, service, and finance teams are constantly cross-referencing information between Sage CRM, accounting systems, documents, and emails. Microsoft Edge’s Split Screen feature provides a simple but powerful way to work more efficiently with Sage CRM.

What is Microsoft Edge Split Screen, and how do you enable it?

Split Screen in Microsoft Edge allows you to view two websites side by side within the same browser window.

You can enable it in a few easy ways:

• Right-click on a tab and choose Open in split screen

• Select Split screen from the Edge toolbar menu

• Use the keyboard shortcut Ctrl + Shift + 2 (Windows)

Once enabled, you can open Sage CRM on one side of the screen and another web application on the other, each with independent scrolling and navigation.

Why this works well with Sage CRM

Sage CRM is a browser-based application, which makes it ideal for split-screen working. Because each pane behaves like a normal browser tab, users can remain fully productive in both views without switching windows or losing context.

Some common and highly effective use cases include:

Comparing two Sage CRM records side by side
Users can open two different Company records, or a Company and an Opportunity, next to each other. This is particularly useful when:

• Checking for duplicate companies

• Comparing customer relationships

• Reviewing similar opportunities or cases

Working with Sage CRM and Sage accounting screens together
For customers using Sage CRM integrated with Sage accounting products, Split Screen allows users to:

• Review customer financial details in the accounting system while updating CRM notes

• Check invoices, balances, or orders while managing opportunities or cases

• Resolve queries faster without repeatedly switching tabs or systems

Improved accuracy and reduced context switching
By keeping both systems visible at the same time, users reduce the risk of errors caused by copying information between screens or forgetting key details. This is especially valuable for finance, customer service, and account management roles.

A simple productivity win

Microsoft Edge Split Screen is not a Sage CRM feature, but it complements Sage CRM extremely well. It requires no configuration, no customisation, and no training, yet it delivers immediate productivity benefits.

For Sage CRM users who regularly compare records or work across CRM and accounting systems, Split Screen is a small change that can make a big difference to day-to-day efficiency.